Accurate Taxes - Kickoff Form

Kickoff Form

Welcome to ACCURATE TAXES & FINANCIAL SERVICES.

We're excited to partner with you this tax season. To get started, please complete the information in this kick-off form. Your responses will help us set up your secure client portal, streamline document collection, and ensure we have everything needed to prepare your return accurately and efficiently.

Thank you for choosing us—let's make this process smooth and stress-free. 📄💼

Primary Email*

First Name*

Last Name*

Phone Number*

What services are you interested in?*

Have you ever been included in a IRS audit?*

Are you a existing client or a new client?*

Choose the preparer you want to handle your tax filing. This helps us assign your documents to the correct team member.*

Full name of Referrer

Phone number of Referrer

Email of Referrer